9 Critical Questions to Go Thru with Your Clients

Private Foundations vs. Donor-Advised Funds Checklist

Ready to help your clients choose the best charitable vehicle option? Use this handy checklist during your next client meeting to guide them through the decision-making process—and ensure they’re not missing out on the unique advantages of private foundations.

Complete the form to access your checklist now. You’ll also get full access to all the informative content on our website.